KFGK
XLV icon

Keystone Financial Group (Kentucky)’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Keystone Financial Group (Kentucky)’s Portfolio XLV Stock Details XLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.1M Buy
6,944
+170
+3% +$25.3K 0.07% 209
2026
Q1 		$992K Buy
6,774
+12
+0.2% +$1.85K 0.07% 198
2025
Q4 		$1.05M Buy
6,762
+121
+2% +$18.1K 0.08% 170
2025
Q3 		$924K Sell
6,641
-322
-5% -$43.6K 0.07% 171
2025
Q2 		$939K Buy
6,963
+102
+1% +$13.8K 0.08% 158
2025
Q1 		$1M Sell
6,861
-259
-4% -$37.6K 0.1% 144
2024
Q4 		$980K Buy
7,120
+2
+0% +$293 0.1% 144
2024
Q3 		$1.1M Buy
+7,118
New +$1.08M 0.14% 113
2024
Q2 		– Sell
-7,063
Closed -$1.04M – 353
2024
Q1 		$1.04M Buy
7,063
+450
+7% +$64.6K 0.15% 104
2023
Q4 		$902K Sell
6,613
-3,316
-33% -$431K 0.16% 102
2023
Q3 		$1.28M Sell
9,929
-35,003
-78% -$4.65M 0.21% 81
2023
Q2 		$5.96M Buy
+44,932
New +$5.92M 1.01% 21
2022
Q4 		$5.94M Buy
43,698
+38,150
+688% +$5.06M 1.17% 18
2022
Q3 		$672K Sell
5,548
-83
-1% -$10.7K 0.14% 121
2022
Q2 		$722K Buy
5,631
+308
+6% +$40.4K 0.14% 121
2022
Q1 		$729K Buy
5,323
+398
+8% +$52.7K 0.12% 126
2021
Q4 		$694K Buy
4,925
+491
+11% +$65.2K 0.11% 133
2021
Q3 		$564K Sell
4,434
-23
-0.5% -$3.04K 0.1% 147
2021
Q2 		$561K Buy
4,457
+148
+3% +$18.1K 0.1% 152
2021
Q1 		$503K Sell
4,309
-538
-11% -$62.1K 0.1% 156
2020
Q4 		$550K Sell
4,847
-65
-1% -$7.09K 0.11% 133
2020
Q3 		$518K Buy
4,912
+926
+23% +$97.5K 0.13% 131
2020
Q2 		$399K Buy
3,986
+356
+10% +$35.1K 0.11% 140
2020
Q1 		$322K Sell
3,630
-758
-17% -$73.6K 0.11% 144
2019
Q4 		$447K Sell
4,388
-71
-2% -$6.83K 0.12% 138
2019
Q3 		$402K Sell
4,459
-76
-2% -$6.94K 0.12% 135
2019
Q2 		$420K Sell
4,535
-88
-2% -$7.91K 0.14% 131
2019
Q1 		$424K Buy
4,623
+592
+15% +$53.4K 0.15% 129
2018
Q4 		$349K Buy
4,031
+983
+32% +$89K 0.16% 123
2018
Q3 		$291K Buy
+3,048
New +$275K 0.12% 148

Other funds holding XLV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Keystone Financial Group (Kentucky)'s XLV Position: Q2 2026 in Review

Keystone Financial Group (Kentucky) increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 2.5% in Q2 2026, buying an estimated $25.3K and bringing the position to 6,944 shares worth $1.1M. The position accounts for 0.07% of the portfolio, ranked #209.

Keystone Financial Group (Kentucky) first reported a position in XLV in Q3 2018 and has held it in 30 quarters since. The position peaked at $5.96M in Q2 2023. 1,866 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

  • Keystone Financial Group (Kentucky) held 6,944 shares of State Street Health Care Select Sector SPDR ETF worth $1.1M as of Q2 2026.
  • Keystone Financial Group (Kentucky) bought 170 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $25.3K.
  • State Street Health Care Select Sector SPDR ETF made up 0.07% of Keystone Financial Group (Kentucky)'s portfolio in Q2 2026, its #209 holding.
  • Keystone Financial Group (Kentucky) first reported a position in State Street Health Care Select Sector SPDR ETF in Q3 2018 and has held it in 30 quarters since.
  • Keystone Financial Group (Kentucky)'s State Street Health Care Select Sector SPDR ETF position peaked at $5.96M in Q2 2023.
  • 1,866 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q2 2026, filed 29 Jul 2026.